Planning Matters
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One of the most common retirement questions we hear is: “When should I take Social Security?” My go-to response is, “Tell me when you’re going to...
Many people envision early retirement as walking away from work and immediately enjoying the freedom they’ve spent decades saving up for. But once...
The S&P 500 reached record highs in August, highlighting the market’s resilience during the third quarter of 2026. Beneath those gains, however,...
For most investors, bonds are the quiet part of the portfolio. They don’t grab headlines like a hot tech stock or a record run in gold. They pay...
Think about the people who quietly help keep a community going. The neighbor who gives every year to the local food bank. The couple who supports...
As financial planners, we have conversations with clients every day about what they want to happen to their money, their homes and the things...
The commentary expressed herein reflects the personal opinions, viewpoints, and analyses of Johnson Bixby employees and is not necessarily that of Private Client Services, LLC and should not be construed as investment advice. The views expressed are subject to change at any time without notice.
Johnson Bixby and Private Client Services do not offer tax or legal advice. Always consult a tax or legal professional regarding your individual situation. Nothing in this article constitutes personalized investment advice, an offer, or solicitation to buy or sell any specific security or adopt any specific investment strategy. Any reference to specific securities or performance is for illustrative purposes only and should not be considered a recommendation.
Investing in securities involves risk, including the potential loss of principal. Past performance is no guarantee of future results. Diversification does not ensure against loss.
Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and Private Client Services are unaffiliated entities.
